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Walled Lake Planning & Wealth Management’s PIMCO Ultra Short Government Active ETF BILZ Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio BILZ Stock Details BILZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.7M Buy
284,589
+5,457
+2% +$550K 7.25% 2
2026
Q1 		$28.2M Buy
279,132
+14,979
+6% +$1.51M 8.28% 1
2025
Q4 		$26.6M Buy
264,153
+13,097
+5% +$1.32M 8.42% 2
2025
Q3 		$25.4M Buy
251,056
+22,660
+10% +$2.29M 8.34% 2
2025
Q2 		$23.1M Buy
+228,396
New +$23.1M 7.54% 2

Other funds holding BILZ

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Walled Lake Planning & Wealth Management's BILZ Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its PIMCO Ultra Short Government Active ETF (BILZ) stake by 2% in Q2 2026, buying an estimated $550K and bringing the position to 284,589 shares worth $28.7M. The position accounts for 7.25% of the portfolio, ranked #2.

Walled Lake Planning & Wealth Management first reported a position in BILZ in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold BILZ as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 284,589 shares of PIMCO Ultra Short Government Active ETF worth $28.7M as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 5,457 PIMCO Ultra Short Government Active ETF shares in Q2 2026, an estimated $550K.
  • PIMCO Ultra Short Government Active ETF made up 7.25% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Walled Lake Planning & Wealth Management first reported a position in PIMCO Ultra Short Government Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held PIMCO Ultra Short Government Active ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.